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Alexander Dahl

Investment adviser representative at Florida Financial Advisors, LLC
14 yearsExperience
3 statesRegistered in
$456.1MFirm assets
3 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

14 years in the industry.

  1. Florida Financial Advisors dba Tristate Financial AdvisorsJan 2026 to now
  2. Trinity Wealth Securities, LLCJan 2025 to now
  3. Florida Financial Advisors, LLCOct 2024 to now
  4. UnemployedMay 2024 to Sep 2024
  5. Dahl House Day Spa LLCJun 2022 to May 2024
  6. University of Washington, Foster School of Business, SeattleJan 2019 to Jun 2022
  7. UnemployedMay 2018 to Jan 2019
  8. United States Air Force, Active DutyMay 2012 to May 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024
  • Series 63 · Uniform Securities Agent State Law2026

State registrations

Registered as an investment adviser representative in 3 states (FL, RI, TX).

Florida Financial Advisors, LLC

$456.1MAssets managed
3,005Clients
842Advisers
3 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7987853
Firm CRD
288811
Advisor's SEC record (opens in a new tab)
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